Stock Movers

On this episode of Stock Movers:
- Meta (META US) shares plunge after the company raised its spending outlook for the year, driven by its AI strategy and higher component pricing. The social media giant projected full-year capital expenditures of $125 billion to $145 billion, exceeding analysts' estimates, and is kicking off a bond sale of between $20 billion and $25 billion in debt.
- Ford (F) shares slide. The automaker raised its full-year profit outlook due to demand for high-margin pickups and SUVs, but warned of pressure from an unexpected rise in commodity costs. The company expects to earn as much as $10.5 billion before interest and taxes this year, and also expects a $2 billion profit hit from rising commodity prices such as steel and aluminum.
- Eli Lilly (LLY) shares gain. The company raised its annual sales and profit forecast due to high demand for obesity medications and its new weight-loss pill. The company now sees 2026 sales rising to as much as $85 billion and 2026 profits in the range of $35.50 a share to $37 a share.
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On this episode of Stock Movers:
- Alphabet (GOOGL) shares soared by the most in nearly eight months after the company reported strong demand for its cloud and artificial intelligence offerings, signaling that its unprecedented investments in AI infrastructure are paying off.
- Qualcomm (QCOM) rallied after the company said it was making headway in the lucrative data center market and predicted that the China phone industry would bounce back. A top hyperscaler is on track to begin using Qualcomm's components later this year, and the company has become more optimistic about the market, seeing AI data centers as a major source of potential growth.
- Pershing Square (PSUS) shares rise. Bill Ackman bought shares of his asset management company and alternative asset manager in the open market on Wednesday, supporting the shares in their debut following a $5 billion combined IPO.
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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Royal Caribbean (RCL) is climbing after it logged a higher profit and revenue in the first quarter as demand remained strong. Royal Caribbean expects another year of double-digit revenue and earnings growth, driven by consumers' preference for its leading brands and expanding portfolio.
- Chipotle (CMG) shares are moving up after it reported sales at established locations rose 0.5% thanks to a higher volume of orders, aided by the popularity of its chicken al pastor and extra servings of protein.
- Eli Lilly (LLY) is higher this morning as it raised its annual sales and profit forecast due to high demand for obesity medications and its new weight-loss pill.
See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Alphabet (GOOG) shares are higher this morning after the Google parent reported first-quarter results that beat expectations on key metrics. Analysts were especially positive on the company’s Search and Cloud businesses.
- Meta (META) shares are leading to the downside after it raised its spending outlook for the year, projecting full-year capital expenditures of $125 billion to $145 billion, driven by its AI strategy and higher component pricing. The increase in spending sent shares sliding, with investors expressing concerns that the investments may not pay off, as Meta's AI system still trails its peers.
- Microsoft (MSFT) is moving to the upside after it said cloud computing revenue and spending on AI infrastructure will accelerate this year, with Azure cloud unit sales expected to increase about 40% in the current quarter.
- Amazon (AMZN) is lower as it reported it is spending at a rapid rate to expand data center capacity to meet the intense demand for artificial intelligence computing power, fueling the fastest quarterly sales growth for its cloud unit in more than three years.
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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Whitbread is launching a new five-year plan to reduce capital investment by over £1b and recycle £1.5b of property assets to fund future growth while generating £2b in free cash flow for shareholder returns by 2031, according to a statement.
- Volkswagen's first-quarter operating margin declined as tariffs and increasing competition in key markets weighed with the carmaker seeking to reap more savings.
- Air France-KLM said it expects its fuel bill to increase by $2.4 billion this year due to the Middle East conflict, with the geopolitical uncertainty prompting the group to further rein in costs and trim its full-year capacity outlook.
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